Your Asset Data

Just log your trades and Opula computes your holdings, gains, weights, concentration, net worth, cash flow, and risk metrics for you. There's no spreadsheet to maintain. One line, "How's my portfolio?", and it's all pulled together.

Ask once, get all of this

Claude · Opula connector linked

You

How is my portfolio doing right now?

You're at $202,308 against a cost basis of $135,963, so you're up +$66,345 (+48.8%). NVDA is your best performer at +62.7%.

One thing to flag. TSLA is 74% of the whole portfolio. A 10% move in it swings your net worth by about 7%. Your biggest risk right now isn't the market, it's this concentration.

You

How much did I save this month?

Your net worth is up +$3,200 this month. Of that, +$2,000 came from what you saved and +$1,200 came from the market rising. Your savings rate was 41%, the highest of the last six months.

It answers with only what fits your question. Not everything shows up every time. Even when you ask something open-ended like "how's it looking?", Claude decides what's worth flagging.

How to ask

"How's my portfolio?"Holdings, average cost, current price, P&L, and weights in one shot

"Am I too concentrated in one name?"Concentration by stock, sector, and country, and the real risk behind it

"How much did I save this month?"Income, spending, savings rate, and why your net worth moved

"Am I beating the S&P 500?"Compares your performance against an index like the S&P 500 (benchmark)

"Is my risk-adjusted return okay?" PRORisk metrics like Sharpe, volatility, and max drawdown

"How much dividend income this month?" PROEx-dividend dates and expected payouts for your holdings

What you see here

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Holdings (Portfolio)

Log only your buys and sells, and weighted-average cost, P&L, and weights are computed automatically. Prices refresh the moment you ask. Assets with no market quote, like crypto, gold, or real estate, are picked up too once you enter them.

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Transaction History

When you bought or sold what, and at what price. Kept in chronological order so your average cost never drifts.

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Concentration

How much you lean into one stock, sector, or country. A 5% drop in a 2% position and a 1% drop in an 80% position are two completely different stories.

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Net Worth (Asset Snapshot)

Your net worth across investments, cash, other assets, and liabilities, plus its trend. Log it once a month and the changes accumulate.

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Cash Flow

Income, spending, savings rate, and the trend. Log it monthly and the flow builds up over time.

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Benchmark Comparison

Compares your portfolio against an index like the S&P 500 or Nasdaq. Whether you beat the market, and where the gap came from.

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Net Worth Attribution PRO

Splits your net-worth change into "what you saved vs what the market moved." More in the Wealth Brief.

Risk Metrics PRO

Sharpe, Sortino, annualized return, volatility, max drawdown (MDD), and win rate. More in Risk Metrics.

Every value is computed from what you logged. When there's no data, it won't invent a plausible-looking number, and when prices or FX rates are stale, it tells you first and then answers. Anything marked PRO is a Pro feature. See the full breakdown in Free vs Pro.

Conditional questions like "what if it drops 3% tomorrow?" go to Scenario Analysis, and deep dives into a single stock go to Stock Deep Dive.